SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,960 | -5.3% | 12,508 | -3.4% | 0.14% | -9.9% |
| Q2 2023 | $346,484 | -2.1% | 12,943 | -4.7% | 0.15% | -7.9% |
| Q1 2023 | $353,837 | +6.0% | 13,583 | +0.8% | 0.16% | -2.9% |
| Q4 2022 | $333,861 | -57.9% | 13,473 | -60.2% | 0.17% | -60.0% |
| Q3 2022 | $793,000 | -11.5% | 33,830 | -2.1% | 0.42% | -4.5% |
| Q2 2022 | $896,000 | -10.7% | 34,560 | -0.3% | 0.44% | +13.5% |
| Q1 2022 | $1,003,000 | +14.4% | 34,655 | +22.4% | 0.39% | +13.3% |
| Q4 2021 | $877,000 | +54.9% | 28,302 | +61.3% | 0.35% | +51.1% |
| Q3 2021 | $566,000 | +9.3% | 17,551 | +9.2% | 0.23% | +11.2% |
| Q2 2021 | $518,000 | +20.2% | 16,076 | +14.7% | 0.21% | +10.8% |
| Q1 2021 | $431,000 | – | 14,020 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 516,583 | $15,415,000 | 12.18% |
| Elgethun Capital Management | 477,001 | $14,236,000 | 6.93% |
| Altus Wealth Management, LLC | 232,658 | $6,943,000 | 6.80% |
| Lee Financial Co | 953,979 | $28,467,000 | 6.15% |
| Ackerman Capital Advisors, LLC | 629,329 | $18,779,000 | 5.55% |
| Silicon Hills Wealth Management, LLC | 301 | $6,114,000 | 4.68% |
| McAdam, LLC | 557,392 | $16,633,000 | 4.02% |
| RHS Financial, LLC | 115,655 | $3,451,000 | 3.61% |
| HHM Wealth Advisors, LLC | 217,723 | $6,446,000 | 3.10% |
| BREITER CAPITAL MANAGEMENT INC | 88,100 | $2,629,000 | 2.85% |